Nerd's Eye View
FEBRUARY 5, 2025
Health Savings Accounts (HSAs) have become an increasingly popular tool for financial advisors and their clients due in part to the 'triple tax savings' they offer: tax-deductible contributions, tax-free growth, and non-taxable distributions for qualifying expenses.
Getting Your Financial Ducks In A Row
JUNE 23, 2025
Photo credit: jb When you have money in several accounts and you’d like to have that money consolidated in one place, the question comes up – Which type of account can be tax-free rolled over into which other type of accounts? The post What types of accounts can I rollover into?
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The Big Picture
JULY 17, 2025
Imported physical goods account for less than $4 trillion, or approximately 13% of the overall economy.1 1 A 10-20% tariff/tax on these goods is ~$350B to $700B. The problem is that tariffs act as a tax increase. The United States is a ~$30 trillion economy; 70% of this annual activity is consumer spending.
Nerd's Eye View
MARCH 12, 2025
Following the long run-up in the US equity markets since the bottom of the 2008–2009 financial crisis, many investors with taxable investment accounts have likely found themselves with high embedded gains in their portfolios. If the exchange meets the requirements of Section 351, it is tax-deferred for investors.
Speaker: Debra L. Robinson
CPAs know the drill: taxes, compliance, rinse, repeat. By upskilling your accounting practices and shifting focus from tax compliance to the strategic movement of money, you can transform your role from reactive accountant to proactive financial strategist. Save your seat today!
Darrow Wealth Management
NOVEMBER 2, 2024
The IRA and Roth IRA contribution limits are unchanged but income eligibility for tax-deductible IRA contributions and Roth IRA contributions have changed. Also updated: health savings accounts, flexible spending accounts, estate and gifting limits, qualified charitable distributions and other cost-of-living adjustments.
The Big Picture
DECEMBER 4, 2024
Would you like to diversify but also defer paying big capital gains taxes? I’m Barry Ritholtz and on today’s edition of at the money we’re going to discuss how to manage concentrated equity positions with an eye towards diversification and managing big capital gains taxes. None of these solutions are optimal.
Speaker: Rita Keller - President of Keller Advisors, LLC
You've worked diligently and have built a glowing reputation grounded in your excellent skills in tax, accounting, and auditing. You're known as the “go-to” person when a client is faced with tax and financial decisions. You have a very successful firm -- but that’s not enough.
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